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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,020 | $162,136-32.8% | $152,301-28.4% | $154,746-29.5% |
| Participation rate | 52.4% | 84.1%-31.7pp | 82.4%-30.1pp | 80.7%-28.3pp |
| Annual return | 13.37% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,949 | $4,890-60.1% | $4,624-57.9% | $4,379-55.5% |
| Participant deferral / active EE | $6,800 | $8,341-18.5% | $8,004-15.0% | $6,730+1.0% |
| Admin fee / account holder | $6,259 | $15,759-60.3% | $14,398-56.5% | $14,365-56.4% |